Chasing overdue invoices.
This process in detailEvery Monday someone goes through the due dates and rewrites the same emails, customer by customer. This is the work an agent can do!
Example · in progress
What starts it
Monday morning
From the overdue invoices in your systems.
01 · Systems
Extracts overdue invoices
Grouped by customer.
02 · Systems
Sets aside sensitive cases
Paid, reversed or disputed stay out of the process.
03 · Documents
Retrieves the invoices
And the copies to attach.
04 · Draft
Prepares the messages
One per customer, with number, date and amount. Different tone for the first and third reminder.
05 · A manager approves
Accounts decides
Reviews the list, removes who shouldn't be chased, approves the rest.
06 · Mail and systems
Only approved messages go out
Outcome and next due date go back into the systems.
Criteria
Criteria we agree on together before we start.
- Share of overdue amounts chased each week
- Reminders prepared without intervention
- Minutes spent by the accounts team
- Wrong reminders stopped before sending
What stays with the person
The list of who gets a reminder and who doesn't. Without approval nothing goes out.
